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please see my many posts above on this thread (and elsewhere)
and also particularly see post earlier timestamped 04-10-2022 2:04 PM
there are various ways to create the report, you'll have to use your imagination and technical prowess.
Your report might be a Form 8949.
some third party services you pay for will produce an actual Form 8949 for you that you can mail in,
@fanfare Sorry - I only just now refreshed my page and saw your earlier suggestion about what to mail in.
In my case, two pertinent pages from the relevant 1099-B is the clear answer.
I wonder why TurboTax doesn't import the Box "E" details into a Form 8949, the way that it does for Box "D" details. Unless the brokerage doesn't want to be responsible for these cost basis info, and so they force the filer to verify their info.
This is not correct. Turbotax told me I needed to file form 8453, and include my 8949. Turbotax does not print out form 8949 or any supporting statements. They leave you in the dark as to what you need to submit with form 8453... What an awful, awful program.
It depends. If the cost basis is the same on both the Schedule D and your Form 1099-B, then nothing needs to be mailed including Form 8453.
If they are not the same:
Print only the 8949, make a copy of your Form 1099-B, and send both with Form 8453, if the cost basis does not match the total that is reported on your Form 1099-B.
This is my question too...
I can easily print off the 8949, and I attached a statement breaking out the (two) combined sales I had. I see one of my sales on my 8949 is also a wash sale from one of my brokerages.
Do you need to include a 1099-B with the 8949 and 8453? Or do you just include the 8949 with just a specific statement about combined transactions?
I really hate this software...
If you are filing an 8453 it is because the information about your cost basis and transactions was not submitted to the IRS by your brokerage. They gave it to you on the 1099, they just didn't give it to the IRS. So submitting the 1099-B is the proof that you need to show that your return is correct.
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